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Streamlining Lead Management with WordPress website and Automated Data Enrichment

Learn how TrueSolv integrated Salesforce with a WordPress website and automated lead enrichment to streamline lead capture and management. The solution reduced manual effort and enabled sales teams to focus on high-quality leads and drive better engagement.

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Platforms

Salesforce Sales Cloud

Industry

Finance

Country

USA

Challenge

Our client, a financial services company specializing in debt relief and loan restructuring solutions based in the USA, struggled with fragmented lead data from various sources. The leads, primarily generated through landing pages and WordPress sites offering loan restructuring offers, weren’t seamlessly integrated into Salesforce. This required time-consuming, error-prone manual data entry. Additionally, CSV files from data enrichment financial institutions had to be manually processed, further slowing down sales and marketing efforts.

Solution

We integrated Salesforce with WordPress, focusing on real-time data capture through Gravity Forms and automated data enrichment:

  • WordPress Integration: Form submissions from WordPress landing pages are now automatically captured as Salesforce leads, reducing manual entry and ensuring accurate, immediate data flow.
  • Automated Data Enrichment: A custom Python script processes CSV files from third-party financial institutions, automatically parsing, validating, and updating Salesforce lead records with enriched data.
  • Flow Automation: Salesforce workflows prioritize and route leads based on enriched attributes, such as engagement history, financial profiles and credit score, which helps sales reps focus on high-potential leads.

Results

This solution delivered significant improvements:

  • Real-Time Lead Capture: Leads from WordPress are instantly available in Salesforce, enabling timely follow-up.
  • Efficiency Gains: Automated enrichment and error reduction streamlined data management, saving hours of manual work weekly.
  • Enhanced Engagement: Comprehensive lead data empowers sales teams to target leads more effectively, increasing conversion rates and customer satisfaction.

This integration transformed lead management, empowering the client’s sales team to engage high-quality leads faster, with greater accuracy.

Technologies

WordPress

Apex

LWC

Flow

Python

Contact us

Get your free Consultation now!

Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

Contact Form Demo

Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

Contact Form Demo

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